Ann Arbor native offers one-on-one investment management

Through Pierce Financial, I manage investments from a perspective earned over 30 years in the financial markets that began on Wall Street. I’m here to treat you like family and enhance your success. Click the 'Contact Me' button to arrange a meeting over coffee, lunch, or drinks. There’s never an obligation. Just meeting you is worth my time.

About Me...

I was born and raised in Ann Arbor. I fell in love with classical music in high school but graduated from Hope College in Business Administration. I studied music and visual art in Vienna, Austria. I pursued music as a profession. I worked at Carnegie Hall. I met Paul McCartney when my NYC choir performed his 'Liverpool Oratorio' in 1991. I couldn’t find my footing in the music business, so, in 1994, I took a Wall Street job cold calling at a firm called W.J. Nowlan & Co. Alongside clients, my business has evolved from survival to thriving. In 2015 I left a 21-year marriage. On Election Day, 2016, my 15-year-old son, Ben, died accidentally, in downtown Ann Arbor. Through this, what's important became clear - the brevity of life, the folly of fear, and the need to embrace my four surviving children, my singing, my profession, and others whom I love. Thirty years after I fell into this business, I’m grateful I’ve witnessed what I’d only read about and promised - incredible investment growth in long-term, rewarding client relationships. I’ve learned that time is the secret to investment success, and investors aren't rational. They rationalize. So, part of my job is to keep you on the road to success. We’re in a continuing, accelerating technology revolution. I put you in the thick of it, so you can share the fortunes of companies you patronize by owning their stock. Sit back, let me help, and enjoy the ride!

What My Clients Say

I've been working with [Investment Advisor Name] for several years now, and I'm so happy with the results.

JANE DOE

I was feeling overwhelmed with my finances, [Investment Advisor Name] helped me to get everything on track.

JANE DOE

My Services

Investment Management

I’m Steve Pierce, and I'm Pierce Financial. I offer one-on-one, custom, comprehensive portfolio management on a Fidelity Investments account platform. I apply the wisdom of three painful market downturns to navigating financial markets for you. I focus on asset allocation, portfolio rebalancing, and performance monitoring to maximize your returns. I select high-quality, durable investments so your portfolio is diversified and optimized. Trust me to manage your investments with my strategic, long-term perspective.

Retirement Planning

Prepare for a financially secure retirement with my Retirement Planning services. I help you develop robust retirement income strategies, optimize Social Security benefits, and make informed decisions about pensions and retirement savings plans. Whether it's a 401(k), 403(b), IRA, or Roth IRA, I will guide you in creating a retirement plan that ensures you enjoy your golden years without financial stress.

Tax Planning

My Tax Planning service helps you minimize tax liabilities and maximize savings. I offer tax-efficient investment strategies, identify eligible deductions and credits, and utilize tax-deferred investments. I ensure compliance and optimize your financial plan to keep more of what you earn. Trust me for comprehensive year-end tax planning and strategic guidance.

Get In Touch

3345 Beaumont Rd, Ann Arbor, MI 48105, USA

FAQS

What services do you offer?

We offer a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, and financial advisory. Our goal is to help you achieve your financial objectives through personalized strategies and expert guidance.

What is your fee structure?

Our fee structure varies depending on the type of services you require. We offer both fee-only and commission-based options to suit different client preferences. During our initial consultation, we will clearly explain our fees and ensure you understand all costs involved.

How do you determine the best investment strategy for me?

We begin with an in-depth consultation to understand your financial goals, risk tolerance, and time horizon. Based on this information, we develop a customized investment strategy tailored to your specific needs. We continuously monitor and adjust your portfolio to ensure it aligns with your objectives and market conditions.

How often will we meet to review my financial plan?

We recommend meeting at least annually to review and update your financial plan. However, we can meet more frequently if there are significant changes in your financial situation or the market. Our goal is to ensure your plan remains aligned with your goals and any new developments.